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Eli Lilly vs. Johnson & Johnson: Dividend King vs. Growth Juggernaut
A new analysis pits Eli Lilly’s explosive GLP-1 growth against Johnson & Johnson’s 60-year dividend streak, highlighting two starkly different investment styles in healthcare.
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Nvidia Bets on Revenue-Share Model as Palantir CEO Blasts AI’s ‘Broken’ Business
Nvidia rolls out a revenue-sharing model for startups, swapping compute for future profits. Meanwhile, Palantir CEO Alex Karp says the generative AI sales model is “structurally broken,” warning enterprises are paying to expose their IP.
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OpenAI Offers U.S. Government a 5% Stake Worth $42.6 Billion to Ease Political Heat
OpenAI is proposing to hand the U.S. government a 5% equity stake valued at roughly $42.6 billion, a move seen as a bid to defuse Washington pressure. The talks are still early-stage, with no formal response from the White House.
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Apple Closes at $308.63 as Markets Shut for July 4; JPMorgan Adds a High-Yield Stock to Its Top Picks
Apple closed the holiday-shortened week at $308.63, up 4.84%. JPMorgan refreshed its July top-ideas list with a new high-dividend pick, while the Treasury selected BlackRock and Vanguard ETFs for Trump Accounts.
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Boeing Rises 3.6% as UK, Italy, Japan Ink £4.6B GCAP Fighter Jet Contract
The UK, Italy, and Japan formally awarded a £4.6 billion contract to the Edgewing consortium to develop a sixth-generation fighter jet. Boeing shares jumped 3.6% on the news.
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Disney Faces FCC License Heat, But ‘The Bear’ Ad Revenue Keeps Cooking
Disney (DIS) is under FCC scrutiny over its ABC broadcast licenses, but the fifth season of FX hit ‘The Bear’ sold out its ad inventory for the fifth straight year, with revenue growing each season. Shares closed the week at $99.50, up 3.96%.
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Jim Cramer Admits He Missed AMD’s Rally — Now He Likes It on the Dip
Jim Cramer says he’s “embarrassed” to have missed AMD’s June surge, but quickly pivoted to calling the stock a buy on the pullback. With AMD down 4.26% to $517.82, he sees a macro tailwind from a softening jobs report.
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Fed Minutes, Delta & Pepsi Earnings: Three Key Events for Markets Next Week
The Fed's June meeting minutes, Delta Air Lines and PepsiCo earnings, and services PMI data will test markets next week. Traders are parsing signals on the rate path after a tech wobble and a softer jobs report.
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Uber and Waymo End Phoenix Robotaxi Pilot, But Deeper Partnership Expands in Austin and Atlanta
Uber and Waymo have ended their Phoenix robotaxi pilot, but the partnership is deepening in Austin and Atlanta, where hundreds of Waymo vehicles are exclusive to Uber’s platform. Uber shares closed at $74.43.
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US Retailers Rush Christmas Stock Out of China Six Weeks Early, Sending Shipping Costs Soaring
US retailers are pulling Christmas orders from China forward by four to six weeks to dodge potential tariff hikes, driving a 35% surge in May imports and sending transpacific shipping costs up 25% YoY. Meanwhile, Best Buy and Kohl’s saw online traffic jump over 18% during Prime Day as…
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JPMorgan Boosts Stake in Hong Kong’s Continental Aerospace, Own Stock Edges Higher
JPMorgan bought roughly 7.56 million shares of Continental Aerospace Technology Holdings (00232.HK) on June 25, lifting its stake to 7%. The bank’s own stock edged up to $334.47 ahead of the holiday weekend.
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Salesforce Inks Deal With F1, Bringing Agentforce to Sports Marketing
Salesforce (CRM) is taking its AI-powered Agentforce platform to the track, partnering with Formula 1 in a major push into sports and entertainment. The stock closed at $166.11 on July 3, up 1.76%.